Plumsail Documents + Heartbeat Integrations

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
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- Invitation Link
  Only trigger on this invitation link.
- Groups
  Only trigger on invitation links that include one of these groups.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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- GroupRequired
  Triggers when a user joins this group.
Trigger
Instant
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- Channel
  Only trigger on threads in this channel.
Trigger
Instant
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- EmailsRequired
  The list of emails to add to the group
- GroupRequired
  The group that the users will be added to
- Remove from sibling groups?Required
  If true, the users will be removed from any other groups that share a parent group with the selected group. Useful when moving users between different stages
Action
Write
- Message (Plain Text)
  The content that will be created in the thread. This value will be ignored if the Rich Text field is set. Users & groups can be mentioned by using the @ symbol followed by the id of the user/group.
- Message (Rich Text)
  The content that will be created in the thread. If this value is set, the Plain Text value will be ignored. Only the following HTML tags can be used: p, a, b, h1, h2, h3, ul, li, br. Invalid HTML will be removed. Users & groups can be mentioned by using the @ symbol followed by the id of the user/group.
- Thread IDRequired
  The id of the thread where the comment should be.
- Reply To
  The id of the comment that should be replied to. If left blank, the comment will be a direct reply to the thread.
- User
  The user that will be shown as the thread's author. If not provided, the user that created the API key will be used
Action
Write

- Message (Plain Text)
  The content that will be created in the thread. This value will be ignored if the Rich Text field is set. Users & groups can be mentioned by using the @ symbol followed by the id of the user/group.
- Message (Rich Text)
  The content that will be created in the thread. If this value is set, the Plain Text value will be ignored. Only the following HTML tags can be used: p, a, b, h1, h2, h3, ul, li, br. Invalid HTML will be removed. Users & groups can be mentioned by using the @ symbol followed by the id of the user/group.
- Receiving UserRequired
  The user that the direct message will be sent to.
- Sending User
  The user that will be shown as the thread's author. If not provided, the user that created the API key will be used
Action
Write
- NameRequired
  The group name
- Description
  The description for the group
- Members
  The email addresses of users that should be added to the group
- Parent Group
  The group that this group should be a subgroup of
Action
Write
- GroupRequired
  The group that the users will be removed from
- EmailsRequired
  Any users with these emails will be removed from the group
Action
Write
- EmailRequired
Action
Search

- Process NameRequired
Action
Write
- Course
  Only trigger on this course.
Trigger
Instant
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- Event
  Only trigger on RSVPs to this event.
- User TypeRequired
  Choose whether you want to trigger on RSVPs from community members or external guests or both.
Trigger
Instant
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New or Updated User
Triggers when a new user joins your community or their information is updated.
Trigger
Instant
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New User
Triggers when a new user joins your community.
Trigger
Instant
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- NameRequired
  The channel name
- Description
  The description for the channel
- Channel CategoryRequired
  The channel category under which the channel will be created
- PrivateRequired
  Whether the channel is private or not
Action
Write
- EmailRequired
  The email address of the user to deactivate
Action
Write
- NameRequired
  The event name
- Description
  The description for the event
- Start TimeRequired
  The start time for the event
- DurationRequired
  The duration of the event in minutes
- LocationRequired
  Where the event will be held. If Zoom is selected, you must have a Zoom account integrated with Heartbeat. If Heartbeat is selected, a custom voice channel will be created for the event.
- Invited Users
  A list of emails that should be invited to the event. If the email matches an existing Heartbeat user, the Heartbeat user will be invited. Otherwise, an event invite will be sent directly to the provided email address. If no emails & groups are provided, the event will be open to everyone in the community
- Invited Groups
  A list of groups that should be invited to the event. If no emails & groups are provided, the event will be open to everyone in the community
Action
Write
- EmailsRequired
  The list of emails to invite to Heartbeat
- InvitationRequired
  The invitation that the emails should be added to
Action
Write
- Message (Plain Text)
  The content that will be created in the thread. This value will be ignored if the Rich Text field is set. Users & groups can be mentioned by using the @ symbol followed by the id of the user/group.
- Message (Rich Text)
  The content that will be created in the thread. If this value is set, the Plain Text value will be ignored. Only the following HTML tags can be used: p, a, b, h1, h2, h3, ul, li, br. Invalid HTML will be removed. Users & groups can be mentioned by using the @ symbol followed by the id of the user/group.
- ChannelRequired
  The channel where the thread will be created
- User
  The user that will be shown as the thread's author. If not provided, the user that created the API key will be used
Action
Write

How to connect Plumsail Documents + Heartbeat

Step 1: Authenticate Plumsail Documents and Heartbeat.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Plumsail Documents + Heartbeat

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

About Heartbeat

Heartbeat is a platform for online communities, where members can talk with each other, read content, and attend events all in the same place.

Related categories

Communication

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Plumsail Documents + Heartbeat Integrations

Connect your apps and automate workflows

Process Finished

Abandoned Invitation Link

Invitation Link

Groups

New Event

On Group Join

GroupRequired

New Thread

Channel

Add to Group

EmailsRequired

GroupRequired

Remove from sibling groups?Required

Create Comment

Message (Plain Text)

Message (Rich Text)

Thread IDRequired

Reply To

User

Send Direct Message

Message (Plain Text)

Message (Rich Text)

Receiving UserRequired

Sending User

Create Group

NameRequired

Description

Members

Parent Group

Remove From Group

GroupRequired

EmailsRequired

Find User

EmailRequired

Start Process

Process NameRequired

Course Completed

Course

New Event RSVP

Event

User TypeRequired

New or Updated User

New User

Create Channel

NameRequired

Description

Channel CategoryRequired

PrivateRequired

Deactivate User

EmailRequired

Create Event

NameRequired

Description

Start TimeRequired

DurationRequired

LocationRequired

Invited Users

Invited Groups

Invite Users

EmailsRequired

InvitationRequired

Create Thread

Message (Plain Text)

Message (Rich Text)

ChannelRequired

User

About Plumsail Documents

Related categories

About Heartbeat

Related categories

Get started for free